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MONTAG A & ASSOCIATES INC: APH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG A & ASSOCIATES INC on APH, newest first. How the timeline and the estimate are built.

MONTAG A & ASSOCIATES INC held 10,397 APH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,397 shares
    Change vs previous 13F -9,404 shares

    0.08% of the 13F portfolio, value $1,835,799.

    13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,801 shares
    Change vs previous 13F -19,964 shares

    0.12% of the 13F portfolio, value $2,506,746.

    13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,765 shares
    Change vs previous 13F -2,687 shares

    0.25% of the 13F portfolio, value $5,384,154.

    13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,452 shares
    Change vs previous 13F -38,540 shares

    0.24% of the 13F portfolio, value $5,260,326.

    13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 80,992 shares
    Change vs previous 13F -7,841 shares

    0.39% of the 13F portfolio, value $8,011,122.

    13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 88,833 shares
    Change vs previous 13F +18,099 shares

    0.29% of the 13F portfolio, value $5,840,956.

    13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 70,734 shares
    Change vs previous 13F +24,775 shares

    0.23% of the 13F portfolio, value $4,923,863.

    13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,959 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,002,070.

    13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).